Driven by a desire to help every client plan for retirement, the financial advisors at SouthTrust put your interests first.Learn More
About Us/Our Mission
Our independent advisors focus on life income planning and distribution strategies to help plan for the money you need in retirement. Experience the impact our proprietary, personalized process of creating an individualized wealth management plan can have on your future.Learn More
What is Financial Planning?
Financial planning is the process of demystifying your future and working toward your financial goals so that you’re able to experience a satisfying retirement.Learn More
It’s difficult to talk to a stranger about your past financial mistakes and uncertain financial future. At SouthTrust, our professional advisors offer a judgment-free environment where you can lay it all out on the table and get individualized recommendations for your life income and retirement needs.
Our wealth management and financial planning services deliver the personalized attention you deserve and the unbiased product and service recommendations you expect. Together, we’ll plan for your financial future.Contact Us
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Understanding the value of a home warranty.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.